Retirement Plan Consultant II - Lubbock, TX

About the role

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• Actively participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
• Meet with participants and eligible employees to educate employees regarding plan participation.
• Travel may be required for new plan enrollments, depending on your territory.

• High school diploma or GED required;
  Bachelor’s Degree preferred.
• Series 7, Series 66 preferred and appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Must have excellent presentation skills.
• Bilingual Spanish/English skills a plus.

• Health, dental and vision insurance plans, and mental health support.
• Competitive 401(k) plan with dollar‑for‑dollar company match up to 6% plus an additional 3%. Contributions vest immediately.
• Employee Assistance Program with confidential counseling services.
• Matching charitable donations 1:1 up to $5,000.
• Volunteer Time Off up to 16 hours annually.
• Paid Time Off starting with at least 24 days.

Corebridge Financial is an Equal Opportunity Employer. All qualified individuals are considered for employment based on job‑related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, citizenship, immigration status or any other protected characteristic. The Company complies with all fair employment practices regarding citizenship and immigration status, and it is committed to providing reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs.